See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,513 | $178,174-82.9% | $156,181-80.5% | $137,256-77.8% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.8%-6.6pp | 80.0%-7.7pp |
| Annual return | 18.30% | 84.19%-65.9pp | 64.87%-46.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,218 | $4,972-35.3% | $4,294-25.1% | $4,156-22.6% |
| Participant deferral / active EE | $5,566 | $6,888-19.2% | $6,132-9.2% | $6,407-13.1% |
| Admin fee / account holder | $2,894 | $17,404-83.4% | $14,586-80.2% | $12,270-76.4% |